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GoHighLevel duplicate contacts: how to stop and merge them

Taking notes on a printed list at a team meeting

Short answer

GoHighLevel creates a duplicate contact when Allow Duplicate Contact is on, or when a new submission doesn't match on the field you chose, like a new email with the phone in a different format. Turn the setting off and choose the match order (email or phone, then the other). That only affects new contacts; merge existing duplicates under Manage Duplicates. CSV imports always match on email or phone.

How to fix it

  1. Turn off duplicates. Settings > Business Profile > Contact Deduplication Preferences: turn Allow Duplicate Contact off.
  2. Choose what to match on. Set Find Existing Contacts Based On (email or phone) and the second preference. If the first doesn't match, HighLevel checks the second.
  3. Know what it covers. It applies to new contacts from forms, Zapier and Facebook and Instagram messages. It doesn't merge anyone already there.
  4. Find the duplicates. Contacts > ⋮ > Manage Duplicates, choose to find by email, phone or name, then Find Duplicates.
  5. Pick the record to keep. Choose the master record. Tasks, opportunities and notes move to it, and its empty fields fill from the others. Up to 10 merge at once.
  6. Be sure first. HighLevel says merges can't be undone.

Common questions

Why do I still get duplicates from one lead?
Often the lead used a different email, and the phone didn't match because of formatting. Matching on phone first, with clean phone numbers, helps.
Do imports follow these settings?
CSV imports always match on email or phone, whatever the setting.

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